Pricing
Truepoint Wealth Counsel
Contact
As a client service associate, Danni provides ongoing support to Truepoint advisors. In this role, her responsibilities include custodial relations, opening new accounts, and servicing new accounts.
Location
Cincinnati, United States
Links
Previous companies
Danni Romine
Client Services Associate
7 people, 0 jobs
AlphaSights
Guidepoint
iA Private Wealth
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